通達創智(001368.SZ)：關於所謂“對等關稅”行政令，對通達創智的整體經營業務影響較小
格隆匯4月9日丨通達創智(001368.SZ)在投資者互動平臺表示，美國總統特朗普2日簽署關於所謂“對等關稅”行政令，對通達創智的整體經營業務影響較小。公司產品，出口歐洲及國內內銷的業務佔比大約爲80%，直接出口美國市場的業務佔比大約爲10%。 通達創智產品出口以法國、德國等歐洲國家爲主，中國和歐盟維持良好的貿易關係，公司外銷國家和地區衆多且數量呈穩定上升趨勢，目前出口全球三、四十個國家和地區，並不存在依賴單一出口國的情況。公司主要客戶包括Decathlon、IKEA、Wagner、YETI。其中，Decathlon、IKEA、Wagner皆爲歐洲客戶。通達創智產品，出口歐洲及國內內銷的業務佔比大約爲80%，直接出口美國市場的業務佔比大約爲10%，且公司產品銷售定價爲出廠價，關稅由客戶承擔。因此，關稅政策對通達創智業務收入影響較小。 近年來，東南亞成爲中國企業海外建廠的熱門區域。本次美國所謂“對等關稅”政策，在東南亞國家中，美國對馬來西亞的關稅相對較低。公司在馬來西亞佈局的生產基地，已於2023年末投產出貨，2024年項目建設穩步推進，並吸引部分美國客戶前來洽談業務。目前，公司馬來西亞工廠的車間產能較爲穩定並預計全年維持高利用率，新投資的潔淨車間將持續增加機臺數量並提高產能利用率。目前，公司正在進一步加大對馬來西亞工廠的投入與產能擴充，新增廠房已開工建設，預計2025年8月完工，進一步支持馬來西亞出口美國的產能增長。預計下半年，公司馬來西亞工廠訂單穩定增長，產能利用率進一步提升，發展趨勢向好。 公司馬來西亞工廠的持續發展，較好地緩解了美線客戶的關稅壓力，並將進一步提升出口美國市場的產品銷售收入。當前，在國內國際雙循環相互促進的新發展格局下，公司將進一步重視開發內銷客戶，並持續重視歐洲客戶及一帶一路客戶的拓展。
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